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Stiles Financial Services’s Carrier Global CARR Stock Holding History

Stiles Financial Services’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,593
Closed -$209K – 184
2024
Q3 		$209K Buy
+2,593
New +$181K 0.07% 178
2022
Q1 		– Sell
-3,829
Closed -$208K – 187
2021
Q4 		$208K Buy
+3,829
New +$207K 0.1% 171

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Stiles Financial Services's CARR Position: Q4 2024 in Review

Stiles Financial Services sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,593 shares — an estimated $209K sold.

Stiles Financial Services first reported a position in CARR in Q4 2021 and held it in 2 quarters. The position peaked at $209K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Stiles Financial Services reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Stiles Financial Services sold 2,593 Carrier Global shares in Q4 2024, an estimated $209K.
  • Stiles Financial Services first reported a position in Carrier Global in Q4 2021 and held it in 2 quarters.
  • Stiles Financial Services's Carrier Global position peaked at $209K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Stiles Financial Services's 13F filing for Q4 2024, filed 28 Jan 2025.